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Aaron Wealth Advisors LLC: ORCL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Aaron Wealth Advisors LLC on ORCL, newest first. How the timeline and the estimate are built.

Aaron Wealth Advisors LLC held 23,414 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,414 shares
    Change vs previous 13F +1,259 shares

    0.17% of the 13F portfolio, value $3,431,322.

    13F-HR 0001172661-26-002640 filed by Aaron Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 22,155 shares
    Change vs previous 13F -835 shares

    0.19% of the 13F portfolio, value $3,259,222.

    13F-HR 0001172661-26-001518 filed by Aaron Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 22,990 shares
    Change vs previous 13F +3,276 shares

    0.25% of the 13F portfolio, value $4,480,981.

    13F-HR 0001172661-26-000232 filed by Aaron Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 19,714 shares
    Change vs previous 13F +2,691 shares

    0.33% of the 13F portfolio, value $5,544,365.

    13F-HR 0001172661-25-004156 filed by Aaron Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 17,023 shares
    Change vs previous 13F +512 shares

    0.38% of the 13F portfolio, value $3,721,738.

    13F-HR 0001172661-25-002506 filed by Aaron Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 16,511 shares
    Change vs previous 13F +176 shares

    0.26% of the 13F portfolio, value $2,308,403.

    13F-HR 0001172661-25-001544 filed by Aaron Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 16,335 shares
    Change vs previous 13F -937 shares

    0.32% of the 13F portfolio, value $2,722,064.

    13F-HR 0001172661-25-000198 filed by Aaron Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 17,272 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $2,943,149.

    13F-HR 0001172661-24-004302 filed by Aaron Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).